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Dimensional US Small Cap Value ETF
DFSV

Overview Fund Activity

199 hedge funds and large institutions have $1.02B invested in Dimensional US Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 126 increasing their positions, 31 reducing their positions, and 9 closing their positions.

Holders
199
Holders Change
+13
Holders Change %
+6.99%
% of All Funds
3.14%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
25
Increased
126
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$24.8M
2
SWM
2
Seaside Wealth Management
California
$16.9M
3
AWM
3
Arista Wealth Management
Nevada
$20.8M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$38.9M
5
MWM
5
Modera Wealth Management
New Jersey
$27.9M

Top Sellers

1
MWM
1
Merriman Wealth Management
Washington
$3.07M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.4M
3
ACP
3
Aveo Capital Partners
Colorado
$5.9M
4
BDWCC
4
B&D White Capital Company
Texas
$0
5
GWM
5
Geneos Wealth Management
Colorado
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
76
Peapack-Gladstone Financial Corp
New Jersey
$2.2M +$913K +35,533 +71%
SHFA
77
SC&H Financial Advisors
Maryland
$2.06M +$31K +1,205 +2%
API
78
Advisor Partners II
California
$2.03M +$32.5K +1,267 +2%
MWM
79
Mattern Wealth Management
Kansas
$1.99M +$156K +6,069 +9%
SFG
80
SNS Financial Group
Minnesota
$1.98M +$182K +7,101 +10%
EK
81
Evensky & Katz
Florida
$1.83M -$151K -5,858 -8%
LWM
82
LJI Wealth Management
Indiana
$1.77M +$1.73M +1,557,240 +4,518%
AIS
83
American Investment Services
Massachusetts
$1.74M +$420K +16,324 +32%
Stifel Financial
84
Stifel Financial
Missouri
$1.65M +$409K +15,928 +33%
NSG
85
Nalls Sherbakoff Group
Tennessee
$1.55M +$223K +9,547 +17%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$1.51M -$18.8K -732 -1%
SAG
87
SageView Advisory Group
California
$1.46M +$12.6K +489 +0.9%
LNC
88
Lincoln National Corp
Pennsylvania
$1.45M +$482K +18,772 +50%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$1.4M -$11.3M -439,274 -89%
FFA
90
Farther Finance Advisors
California
$1.39M +$631K +24,557 +83%
FPAS
91
Focus Partners Advisor Solutions
Missouri
$1.39M +$1.11M +43,043 +386%
PWIA
92
Porter White Investment Advisors
Alabama
$1.38M +$25.8K +1,004 +2%
WAP
93
Wealthcare Advisory Partners
Pennsylvania
$1.38M +$263K +10,222 +24%
GTAM
94
Global Trust Asset Management
Florida
$1.38M -$22.5K -875 -2%
FCM
95
Fortis Capital Management
Washington
$1.35M +$544K +21,171 +68%
SWM
96
Soundmark Wealth Management
Washington
$1.33M +$65K +2,528 +5%
SIS
97
Strategic Investment Solutions
Illinois
$1.3M -$2.07M -87,286 -61%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$1.28M -$490K -19,068 -28%
SC
99
Schoolcraft Capital
Colorado
$1.26M +$582K +22,639 +86%
AFS
100
Annapolis Financial Services
Maryland
$1.21M +$791K +30,789 +190%
2 3
4
5 6